Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity US Sustainability Index Fund* Mutual Fund in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEWORK MANAGEMENT LLC WEWORK 401(K) PLAN | NEW YORK NY | 1,320 | $161.8M | $3.1M |
| 2 | THE SPHERE INSTITUTE THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN | BURLINGAME CA | 618 | $74.9M | $527K |
| 3 | BWC HOLDINGS, INC. BWC HOLDINGS, INC. 401(K) |
| 112 |
| $7.3M |
| $371K |
| 4 | ETHOS GROUP, INC. ETHOS GROUP 401(K) PLAN | IRVING TX | 650 | $59.1M | $299K |
| 5 | WESTFIELD, LLC WESTFIELD, LLC 401(K) PLAN | CENTURY CITY CA | 408 | $230.2M | $157K |
| 6 | NETEASE INFORMATION TECHNOLOGY CORP. NETEASE 401(K) PLAN | IRVINE CA | 332 | $19.7M | $100K |
| 7 | KOTIS DESIGN, LLC KOTIS DESIGN, LLC. 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 109 | $8.0M | $91K |
| 8 | UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL GA | 126 | $16.3M | $44K |
